ESTATE PLANNING INFORMATION FORM

Your Name (required)

Your Email (required)

Your Phone Number

Are you doing your will with your spouse?

YesNo

Spouse Name (required)

Spouse Email (required)

Spouse Phone Number

If you would like to expediate the intake process please answer the questions below - if not one of our lawyers or clerks will reach out to you as soon as possible

I'll answer the questionsYesNo

1. Do you have a previous will?

YesNo

a. When was it completed?

b. What lawyer completed it?

c. Please upload previous will


Max file size is 5 MB

2. Do you have children?

YesNo

a. Name:

b. Birthdate:

3. Have you been married previously?

YesNo

a. Former Spouse’s Name:

4. Do you have a blended family?

YesNo

a. Please describe your family:

5. Do you have a corporation?

YesNo

a. Name of your corporation:



Disclaimer *

The use of the Internet or this form for communication with the firm or any individual member of the firm is not secure and does not establish a lawyer-client relationship. Confidential information should not be sent through this form.